Creating an Automated Series

Automated Series take the worry out of responding to every new subscriber or customer, and are also an awesome way to drip feed Campaigns to your audience over a long period of time.

Let’s get started!

In this document you’ll find:

Getting Started

Preset Series

Triggers, Audience & Filters

Adding/Editing Mailouts


Getting Started

The first step is to click on the Automated Series tab at the top of your screen:


To create a brand new series, click the “NEW AUTOMATED SERIES” button.



Preset Series

After you’ve clicked “New Automated Series”, you’ll be taken to a new screen asking you to select the kind of Automated Series you want. We’ve created some presets for you based on some of our existing users’ most popular series. These include:

Welcome Series: Welcome customers to your shop with special offers and promotions.

Order Follow-up: Recommend related products, offer discounts, or follow up with information about customers’ recent orders.

Abandoned Checkout: Email those customers who took the time to add an item to their cart but didn’t complete their purchase.

VIP Program: Personalize a promotion for customers whose total purchases exceed the average.

Feedback Request: Find out what your customers are thinking by offering them a chance to be heard.

Customer Win-Back: Reach out to lost customers with info or offers to reel them back in.


As you can see, you also have the option to create an original series from scratch by selecting Blank Campaign. Keep reading to find out how you can get creative with triggers and filtering to further harness the power of Automated Series!

NOTE: For BigCommerce clients Abandoned Cart is not available yet. 

Triggers, Audience & Filters

Whether you click on one of the Presets or decide to go with a Blank Campaign, understanding how to add or change your triggers, filters and timing is very important for boosting the success of an Automated Series.


If you’ve selected a Blank Campaign, choose a name for your series that will help you remember what it does. If you’ve selected a Preset, your series will be named after the specific Preset you chose. (For instance, an Abandoned Cart series will be called “Abandoned Cart” in your List.)

A “Trigger” is an event that has to happen before an email can be sent. (For example, a new order has to happen before a “new order” email can be sent.) The complete list of triggers is shown here:

New Checkout (Abandoned Checkout):  Someone adds an item to their cart, but doesn’t complete the purchase.

New Order: An item is purchased from your store.

Refunded Order: You issue a new refund.

New Subscriber: A new person signs up to receive emails from you.

New Customer: Someone makes their very first purchase from your store.

Customer Idles: It’s been over six months since a customer has been active on your store.

Customer Churns: It’s been over a year since a customer has been active on your store.

Customer Reactivates: An idle or churned customer becomes active again.

Once you know which trigger(s) you want to use, it’s time to decide which recipients the trigger(s) are going to apply to with Audience Filtering.

For some Campaigns, you’ll want to target everybody who satisfied the conditions of your specific trigger. In that case, select “None” to apply zero filters.  

For other Campaigns, you might want to target only certain people within your trigger groups.

Example: You’ve selected the “New Order” trigger for a product refill update, but you only want to target customers whose new order included a specific product. In this case you’d use the filter “Product purchased name is in ____”.

This filtering feature is highly customizable. You can filter customers by:

  • Cancelled order count
  • Cohort
  • Coupons Used
  • Purchased products names
  • Purchased products vendors
  • Refunded order count
  • Source
  • Tag
  • Total order count
  • City
  • Country
  • Customer quality
  • Customer status
  • Gender
  • Province/State/County
  • Zip/Postal Code

You can also get even more specific by stacking filters, i.e., customers from Australia who have purchased from you more than ten times.

Once you’ve configured your triggers and filters, it’s time to create your Mailouts and set the timing!


Adding/Editing Mailouts

A series can have just one step (if you only want to set up a single automatic response), or multiple steps (for setting up more than one automatic response).


Each step in the Series is displayed in a box that shows a thumbnail image of the template you’re using. The active Template can be changed by clicking the drop-down arrow under “SEND PREVIEW” to edit.

Below each box there is a bar displaying the timing parameters selected for each Mailout. Click on the pencil to edit the timing chosen. You can set Mailouts to send as soon as one hour after the trigger event or as far off as ten thousand days into the future.

This feature allows you to set up slow-drip Campaigns as well as reminders you can set and forget.

To the right of each Mailout box is an Email Performance box with a small button that will take you to each individual Mailout’s Campaign Report. To learn more about Campaign Reports click here.

At the bottom you can click “ADD MAILOUT” to add another Mailout to the series.

Once you’re happy, click “ENABLE”, and your Mailout Series is ready to go!

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